Delete Records
Permanently delete one to 100 explicitly identified records from one Flatfile sheet. This action never performs an unfiltered delete. Flatfile hooks are disabled, so these deletions do not trigger hook-driven workflows.
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Integrate Flatfile
with your AI CRM
Flatfile is a data exchange platform for collecting, validating, transforming, and managing structured data across collaborative workflows.
Explore Triggers and Actions
Get Job
Get detailed status, outcome, result, and diagnostic information for one Flatfile asynchronous job.
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Get Sheet
Get one sheet's field configuration and record counts before reading or writing records.
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Get Space
Get safe metadata for one Flatfile space without exposing transient access credentials or token-bearing guest links.
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Insert Records
Insert one or more rows into a Flatfile sheet using simple field-key to value objects. Returns Flatfile's success receipt and commit ID, not created record IDs. Use List Records separately when later work requires IDs; only attribute matches that are unambiguous for caller-controlled unique values. Hooks are disabled for this mutation.
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List Environments
List Flatfile environments visible to the connected environment secret key and return the IDs needed to find spaces.
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List Files
Discover import or export files and their processing status, optionally within a Flatfile space.
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List Jobs
Find asynchronous Flatfile jobs by environment, space, workbook, file, or parent job and inspect progress at a glance.
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List Records
Read one page of records from a Flatfile sheet, optionally filtering by validity, field, record ID, search value, or FFQL expression.
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List Spaces
Find Flatfile spaces by environment, text, namespace, archive state, or template status.
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List Workbooks
List workbooks, optionally within a space, with their nested sheets so an agent can continue to sheet and record tasks.
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Update Records
Update one or more existing Flatfile records by ID using simple field-key to value objects. Flatfile hooks are disabled, so these updates do not trigger hook-driven workflows.
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How the Flatfile integration works
The Flatfile integration connects your Dench AI CRM directly to Flatfile, so agents can read and act on your Flatfile data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
12 actions are available for agents to invoke on your behalf. Every call runs through Flatfile's own authorization, scoped to the account you connect.
Set up Flatfile in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Flatfile and click Connect — you'll authorize access through Flatfile's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Flatfile in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Flatfile integration work with Dench?
The Dench Flatfile integration connects your AI CRM to Flatfile, so AI agents can work with your Flatfile data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Flatfile via Dench?
The Flatfile integration currently exposes 12 actions, including Delete Records, Get Job, Get Sheet, Get Space, Insert Records, and List Environments. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Flatfile to Dench?
No. You connect Flatfile from your Dench workspace using Flatfile's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Flatfile integration secure?
Connections are authorized through Flatfile's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Flatfile connection from your workspace settings at any time.